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META

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Telos Capital Management
1776
Telos Capital Management
California
US$ 6,32 mi +US$ 3,06 mil +5 +0%
Greenwood Capital Associates
1777
Greenwood Capital Associates
South Carolina
US$ 6,32 mi -US$ 1,23 mi -2.013 -15%
J.M. Forbes & Co
1778
J.M. Forbes & Co
Massachusetts
US$ 6,32 mi – – –
GFG
1779
Genesis Financial Group
New Jersey
US$ 6,31 mi -US$ 133 mil -218 -2%
Private Trust Company
1780
Private Trust Company
Ohio
US$ 6,31 mi +US$ 353 mil +578 +5%
BWM
1781
BNC Wealth Management
Oregon
US$ 6,3 mi +US$ 56,3 mil +92 +0,8%
AFT
1782
Alpha Family Trust
California
US$ 6,29 mi – – –
Sompo Asset Management
1783
Sompo Asset Management
Japan
US$ 6,29 mi -US$ 120 mil -197 -2%
Triad Wealth Partners
1784
Triad Wealth Partners
Kansas
US$ 6,28 mi +US$ 405 mil +662 +7%
AMCA
1785
Arthur M. Cohen & Associates
Illinois
US$ 6,27 mi +US$ 15,3 mil +25 +0,2%
Grove Bank & Trust
1786
Grove Bank & Trust
Florida
US$ 6,26 mi +US$ 100 mil +163 +1%
MWA
1787
MFA Wealth Advisors
Pennsylvania
US$ 6,26 mi +US$ 6,42 mi +10.507 +1.748%
Legacy Financial Advisors
1788
Legacy Financial Advisors
Kentucky
US$ 6,25 mi -US$ 242 mil -395 -3%
XSC
1789
X-Square Capital
Puerto Rico
US$ 6,25 mi -US$ 2,14 mi -3.494 -24%
Moss Adams Wealth Advisors
1790
Moss Adams Wealth Advisors
Washington
US$ 6,25 mi -US$ 154 mil -252 -2%
SCI
1791
Stableford Capital II
Arizona
US$ 6,24 mi +US$ 731 mil +1.195 +12%
Monograph Wealth Advisors
1792
Monograph Wealth Advisors
California
US$ 6,24 mi +US$ 75,2 mil +123 +1%
AWA
1793
Acumen Wealth Advisors
Tennessee
US$ 6,24 mi -US$ 3,61 mi -5.907 -35%
Weatherly Asset Management
1794
Weatherly Asset Management
California
US$ 6,22 mi +US$ 171 mil +280 +3%
Titleist Asset Management
1795
Titleist Asset Management
Texas
US$ 6,22 mi +US$ 221 mil +362 +3%
FBT
1796
First Bank & Trust
South Dakota
US$ 6,21 mi -US$ 1,22 mil -2 -0%
WE
1797
Wealth Effects
Massachusetts
US$ 6,21 mi -US$ 86,8 mil -142 -1%
CRI
1798
Colonial River Investments
Virginia
US$ 6,21 mi +US$ 42,2 mil +69 +0,6%
MPPHD
1799
Maloon Powers Pitre Higgins & Dennehy
California
US$ 6,19 mi +US$ 6,72 mi +10.994 Nova
PPWM
1800
Paragon Private Wealth Management
Kentucky
US$ 6,19 mi -US$ 282 mil -461 -4%
70 71
72
73 74